Eternal Pro + Trustate
Secure Export. Zero Re-Entry. Faster Estate Administration.
Connect Eternal Pro with Trustate to move Client intake data across securely.
Why Integrate Eternal Pro with Trustate?
Skip the retyping and the chasing of missing details. Eternal Pro hands Trustate a complete, organized picture of the estate, ready to work from.
Secure Data Export
Client contacts move from Eternal Pro into Trustate without manual entry.
Streamlined Workflow
Carry an estate from intake straight into administration in one pass.
Collaborative Intake
Paralegals and clients work together live in Eternal Pro before anything is sent.
Enhanced Client Experience
Give clients a secure, professional intake that reflects how your firm works.
How the Trustate Integration Works
- Connect your Trustate account to Eternal Pro in a few clicks
- Send the full estate intake - contacts, assets, and answers - to Trustate with a single click
- Every asset entered in Eternal Pro maps precisely onto the structured asset records in Trustate, ready to drive their trust administration process
- Nothing is keyed twice - what your client entered once in Eternal Pro is what Trustate receives
Ready to Connect?
Together, Eternal Pro + Trustate make estate planning easier and more secure than ever.
Ready to hand off a complete estate picture instead of a pile of paperwork?
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